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Naperville Wills & Trusts Attorneys

Planning for the Future

At the Roscich & Martel Law Firm, clients find that our focus on attentive
service and personalized solutions is very important to developing a will
that fits your needs. A lot of thought should go into it, so we will ask
you questions in our initial consultation that you may not have considered
otherwise. We will help you think about what is really important to you
and your family.

For legal assistance with wills and trusts, call our firm at (630) 793-6337.

Your First Will Conference

It’s never too early to prepare for the future. Planning now will
protect your family’s best interest and ensure financial stability
for years to come.

At your initial will conference, we will discuss your options and make
recommendations regarding the following factors:

The make-up of your estate

How you want your estate distributed, to whom and when

Estate tax and inheritance tax possibilities

Whether trusts for you or your children are appropriate

How to avoid the time and expense of probate

The physical care of your minor children in your absence

The need for living directives and resuscitation desires

The management of your property if you are disabled

These are just a handful of the many topics we will discuss with you.

You should also come prepared with the following information:

Value of all assets including life insurance

Persons to be appointed to act as representatives of you or your estate
(executor, trustees, agents for Powers of Attorney)

Persons to care for your children in your absence (guardians)

We recommend you address these issues now before life situations make them
emergency decisions. Our clients have benefited emotionally, physically,
and financially from our knowledge and broad-based advice on preparing wills.

Trusts

A trust is a document or arrangement used to transfer property from a trustor
to a trustee, who administers the property for another's benefit (called
a beneficiary). Trusts can be created to serve specific purposes, such
as asset protection, charitable organizations, education, investment,
and income.

In the matter of trusts, especially those that are created for a sizeable
estate, an experienced attorney helps clients determine which options
will achieve the greatest tax benefits and that the estate is left to
the intended heirs. The Naperville trust attorneys of Roscich & Martel
Law Firm can help ensure that a will or trust meets your objectives and
fulfills all legal requirements of the State of Illinois. We have the
knowledge to help you set up a trust for any purpose as part of your estate.

The information on this website is for general information purposes only.
Nothing on this site should be taken as legal advice for any individual
case or situation. This information is not intended to create, and receipt
or viewing does not constitute, an attorney-client relationship.